See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 04-2647786 245 SUMMER STREET · BOSTON, MA 02109 | Recordkeeping Fees | $33,479 |
Filed as: MORGAN STANLEY Service code 26 · EIN 20-8764829 456 W. FOOTHILL BLVD. · CLAREMONT, CA 91711 | Advisory (Participants) | $8,358 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,112 | $86,944+14.0% | $107,525-7.8% | $74,304+33.4% |
| Participation rate | 99.3% | 59.6%+39.8pp | 75.1%+24.3pp | 60.3%+39.0pp |
| Annual return | 11.09% | 23.52%-12.4pp | 181.32%-170.2pp | 29.43%-18.3pp |
| Employer contribution / active EE | $8,038 | $2,757+191.6% | $3,754+114.2% | $2,241+258.7% |
| Participant deferral / active EE | $0 | $3,554-100.0% | $5,116-100.0% | $3,767-100.0% |
| Admin fee / account holder | $155 | $3,727-95.8% | $8,919-98.3% | $2,969-94.8% |